FWM

Finer Wealth Management Portfolio holdings

AUM $187M
1-Year Est. Return 28.03%
This Quarter Est. Return
1 Year Est. Return
+28.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$1.16M
3
+$627K
4
LAES icon
SEALSQ Corp
LAES
+$615K
5
WKEY
WISeKey
WKEY
+$448K

Top Sells

1
+$661K
2
+$350K
3
+$207K
4
ABBV icon
AbbVie
ABBV
+$202K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$150K

Sector Composition

1 Technology 35.8%
2 Communication Services 12.19%
3 Healthcare 11.32%
4 Consumer Staples 9.13%
5 Consumer Discretionary 8.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.2%
52,360
-3,514
27
$1.68M 0.96%
27,025
-2
28
$1.6M 0.91%
31,027
+921
29
$1.54M 0.88%
3,162
+252
30
$1.49M 0.85%
3,688
+19
31
$1.22M 0.7%
39,613
-708
32
$1.17M 0.67%
2,249
-136
33
$1.15M 0.66%
4,752
+748
34
$1.13M 0.65%
8,576
+1,127
35
$1.12M 0.64%
43,373
+7,255
36
$1.1M 0.63%
21,063
-83
37
$1.09M 0.62%
5,810
+230
38
$1.06M 0.61%
5,568
+3
39
$970K 0.56%
16,380
40
$967K 0.55%
22,000
-2,380
41
$897K 0.51%
15,851
-3,668
42
$847K 0.49%
3,653
+3
43
$823K 0.47%
1,404
-7
44
$739K 0.42%
10,942
45
$704K 0.4%
4,865
-205
46
$691K 0.4%
5,968
-403
47
$688K 0.39%
24,555
48
$659K 0.38%
2,273
-76
49
$646K 0.37%
1,525
-64
50
$627K 0.36%
+5,873
1
2
3 4